Research Reports


Semiconductors


MLCC Price Jan. 2023

2023/01/31

MLCC

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Covid-19 utbreaks oin China hiked as soon as 2023 started after restrictions were lifted. While the relaxation of restrictions has a positive impact on long-term economy, it will also affect the society in the short term......

eMMC/UFS Contract Price 1Q23

2023/01/31

NAND Flash

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Market intelligence firm TrendForce reports that consumer demand as a whole has been weakened by the traditional low season...

Enterprise SSD Contract Price 1Q23

2023/01/30

NAND Flash , AI Server/HBM/Server

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Market intelligence firm TrendForce reports that the QoQ decline in contract prices of enterprise SSDs was widened to...

Mobile DRAM Contract Price 1Q23

2023/01/30

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, smartphone brands, having started adjusting their inventory of various components since 2022...

Server Market Bulletin_20230119

2023/01/19

DRAM , AI Server/HBM/Server

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The tendency of cautious evaluation in CapEx has spread to North American CSPs, and prompted various companies to lower their 2023 server procurement, which serves as the main update for the server market bulletin this week...

DRAM Market Bulletin_20230118

2023/01/18

DRAM

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Because the Lunar New Year holiday will arrive soon, suppliers are not particularly energetic in offering quotes for all categories of DRAM products...

NAND Flash Market Bulletin_20230118

2023/01/18

NAND Flash

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The negotiations for 1Q23 contract prices are currently happening. In terms of enterprise SSD contract prices, suppliers have negotiated on their first edition of quotations...

Global Foundry Revenue Is Forecasted to Drop by 4% YoY for 2023 as Customers Withhold Wafer Input Due to Slow Inventory Consumption Across Supply Chain

2023/01/17

Wafer Foundries

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Global market intelligence firm TrendForce reports that moving into 1Q23, the consumer electronics market is now experiencing the headwinds of the traditional low season...

MLCC Market Bulletin_20230117

2023/01/17

MLCC

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ODMs one after another are releasing reports on revenues and shipments wrapping up 2022. From the revenue side, Quanta, Wistron and Inventec saw continual revenue growth for the whole year thanks to a steady development of demand for server products......

Total Server Shipment Growth Rate to Drop to 1.87% in 2023 as North American CSPs Subside Server Purchase Dynamics

2023/01/16

DRAM , AI Server/HBM/Server

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As indicated by the latest survey on supply chain by global market intelligence firm TrendForce, the initiation of a shrinking phase for the global economy has prompted the four major North American CSPs...

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